Creating Teams | Zoho TeamInbox

Creating Teams in Zoho TeamInbox


Zoho TeamInbox lets you create and manage multiple teams within one organization. Group people under teams and create inboxes specific to the team. Users can belong and work in multiple teams with different roles in each team. 

Create team  

Any user with Admin or Moderator privilege in the organization only can create teams. 
  1. Login to Zoho TeamInbox and click the Plus icon in the top right corner in the left pane. 
  2. Select Create team.
  3. Enter a name and description for your team.
  4. If you want to add the 'To' address of every outgoing messages as contacts under this team, turn on this option.
  5. Click Next.

  6. Add people to work in your team. If you want to add members who are already added to the organization, you can just select them from the list of users.  
  7. If you want to invite new users, enter their email address and click  Invite . These users will be sent an invitation email and will be added to the team once they've accepted the invite. 
  8. You can also import users from other Zoho groups that you've created. Click Import users  and all the groups for which you have admin or moderator permission will be listed. Choose from the groups and click  Import .
    The users you've added will have "Member" role for this team by default. You can change roles anytime from team settings .
  9. Click Create.


After you've created the team, create inboxes under it to start receiving messages. The team you've created will be listed in the left pane, click it to view all the messages received in the inboxes created under this team.


Assign roles for team members  

There are two default user roles that a team admin can assign to the team members. 

  • Member 
  • Admin 

The permissions given to these roles are as follows: 

Member 

In addition to the basic activities (like replying, assigning, archiving etc.,) in the inboxes of the team, members can 

  1. View inboxes 
  2. View inbox members 
  3. View team members 
  4. View signatures
  5. View, manage and delete contacts
  6. View and manage tags 

Admin 

In addition to the basic activities in the inboxes of the team, admins can 

  1. View, manage and delete inboxes
  2. Delete team 
  3. Invite team members 
  4. View and manage team members 
  5. View and manage inbox members 
  6. Remove team and inbox members
  7. View, create, manage and delete rules
  8. View, create, manage and delete signatures
  9. View, create, manage and delete tags 

If you do not assign specific roles to users, they will be "Members" by default. You can change the roles of users anytime from the team settings. 





    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Get started with Zoho TeamInbox

                                                                                        Zoho TeamInbox is a shared inbox tool that helps teams have better collaboration. Direct your group emails to Zoho TeamInbox and make it accessible to the entire team in one collaborative space. Connect with your team right from your inbox and ...
                                                                                      • Understanding Teams

                                                                                        Once you've created your organization in Zoho TeamInbox, you can start creating teams. These teams will be separate spaces for managing conversations that are related to a specific group of people. Let's say your marketing team has email groups for ...
                                                                                      • Personal sender address

                                                                                        Manage and create personal sender addresses under the Personal Sender Address section of Personal Settings.  Creating a sender address  Login to Zoho TeamInbox. Click Settings icon on the top right corner and click More Settings. Click Personal ...
                                                                                      • Snooze

                                                                                        Snooze a thread of less priority to hide it from your inbox for a certain time. Set a time for the thread to reappear in your inbox while you focus on the more important conversations.   Login to Zoho TeamInbox. Click Settings icon on the top right ...
                                                                                      • Managing teams

                                                                                        You can edit the team settings and manage it if you have the admin permission for the team. You can add or remove users from your teams and inboxes, change their roles, and edit rules and signatures. You can also create inboxes from within the team ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources